
Baird Financial Advisor Opportunities
What It’s Like To Be an Owner
Employee-Ownership Isn’t Just Good for Your Clients,
It's Good for All of Us.
It's Good for All of Us.
At Baird, We’re Committed to Our Independence – Here’s Why
We haven’t always been employee-owned – but once we gained our independence in 2004, we never looked back. Since 1919, our firm has been grounded in the values of honesty, integrity and putting our clients’ best interest first, and we know we can do that best when we have the ability to run our firm our way.
…But Here’s the Best Part:
The way we choose to run our firm isn’t just based on the opinions of senior leadership. As owners, our associates have a seat at the table and a real stake and say in how the firm is run. This is your company, and we value your feedback and perspectives as we continue to evolve it.
Other ways your practice and your finances can benefit from our employee-owned structure include:
The ability to run your business as you see fit, without having to cross-sell or push proprietary products
Working with branch leadership, specialized experts and back-office associates who are not only accessible but have a vested interest in your success
A collaborative culture where the firm’s priorities align with those of your clients
An opportunity to take part in Baird’s financial success and invest in your future
Transparent communication about how the firm is doing – because as a shareholder, you deserve it

We Don’t Just Have Associate Shareholders – We Protect Them
Our Shareholder Protection Plan contains language that assures shareholders Baird will continue to maintain its privately held, associate-owned status for the foreseeable future. And if for some reason the sale of Baird someday becomes a topic of discussion, we have protections in place that ensures associates will have a say in the matter.
Partner with us, and feel confident that your shareholder rights are in good hands.

Looking For More? The Numbers Tell the Real Story.
Our five complementary business units paired with our focus on providing exceptional advice and service have allowed us to continually grow our balance sheet and increase our stock performance. Our intentional structure is key to our ability to remain strong through all types of market conditions.
Our stock value has increased more than 300% over the past 10 years.
Book value and dividends have been restated to reflect any previous stock splits.
Note: Baird stock performance is based on the change in book value per share for Baird Financial Group common stock and includes cumulative cash dividends. Baird stock returns do not assume dividend reinvestment. Baird is privately held and no public market exists for its shares. Baird can repurchase shares of Baird stock at book value when associates leave the firm. Past performance does not guarantee future results.
Baird Financial Group: Shareholder Highlights
Per-Share Data | Associate Ownership | ||||||
---|---|---|---|---|---|---|---|
Year-End Book Value | Cash Dividends Paid | Book Value Plus Cash Dividends | Annual Increase in Book Value Including Current Year Cash Dividends Paid | % of Associates Who Are Shareholders | |||
2024 | $30.56 | $3.50 | $34.06 | 24.3% | 79.6% | ||
2023 | $27.40 | $4.80 | $32.20 | 18.6% | 78.4% | ||
2022 | $27.14 | $1.50 | $28.64 | 19.9% | 70.1% | ||
2021 | $23.88 | $2.50 | $26.38 | 33.4% | 67.2% | ||
2020 | $19.77 | $1.83 | $21.60 | 21.8% | 67.8% | ||
2019 | $17.74 | $0.83 | $18.57 | 14.2% | 65.5% | ||
2018 | $16.26 | $- | $16.26 | 22.6% | 65.7% | ||
2017 | $13.26 | $0.70 | $13.96 | 20.8% | 65.8% | ||
2016 | $11.56 | $2.50 | $14.06 | 12.5% | 63.8% | ||
2015 | $12.49 | $0.67 | $13.16 | 13.2% | 63.0% |
Book value and dividends have been restated to reflect any previous stock splits.
Note: Baird stock performance is based on the change in book value per share for Baird Financial Group common stock and includes cumulative cash dividends. Baird stock returns do not assume dividend reinvestment. Baird is privately held and no public market exists for its shares. Baird can repurchase shares of Baird stock at book value when associates leave the firm. Past performance does not guarantee future results.

Sound different from what you’re used to?
That’s not by accident. If you want to explore what Baird can do for you and your clients, we’re here to discuss and answer any questions along the way.